Tax Pro & Community Advocate — Retail Expert

Intuit, Inc.

Alhambra (CA)

On-site

USD 45,000 - 50,000

Full time

7 days ago
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Benefits offered by this job

401(k) Savings Plan with company match
Paid sick time
Employee Stock Purchase Plan
E&O Insurance provided by Intuit
Discounts on Intuit products

Job summary

Intuit, Inc. is seeking TurboTax Retail Experts to work on-site at TurboTax Retail or Flagship locations across the United States. You will provide full-service tax return preparation and advice, serving in-person customers and growing the local client base.

This role emphasizes community engagement and delivering an outstanding customer experience while using TurboTax tools. The position requires a valid EA/CPA/attorney license, PTIN, and the ability to work onsite 20 hours per week with

Qualifications

  • Active, unrestricted EA, CPA, or attorney license is preferred.
  • Must have or be able to obtain PTIN to file taxes.
  • Must possess or be able to obtain state licenses, certificates, permits, or bonds.

Responsibilities

  • Be a proactive community ambassador representing TurboTax locally.
  • Provide hands-on tax advice and complete preparation services for TurboTax customers.
  • Deliver a best-in-class customer experience and build long-term relationships with clients.

Skills

Tax preparation
Client advisory
Bilingual English/Spanish
On-site retail work

Education

EA/CPA/Attorney license
PTIN required

Tools

Tax software
CRM tools

Job description

Intuit, Inc. is seeking TurboTax Retail Experts to work on-site at TurboTax Retail or Flagship locations across the United States. You will provide full-service tax return preparation and advice, serving in-person customers and growing the local client base.

This role emphasizes community engagement and delivering an outstanding customer experience while using TurboTax tools. The position requires a valid EA/CPA/attorney license, PTIN, and the ability to work onsite 20 hours per week with

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